Read what other advisor's have to say...
“I had an existing client transfer an additional $700,000 IRA account to me after reading an article in my newsletter this spring about the charitable IRA strategy allowed by the Pension Protection Act.”
“We have a top prospect who received our monthly newsletter for almost 18 months before they moved their accounts to us.”
“I started with about 100 newsletters a month and now I’m up to over 250. It’s my primary means of marketing. I am averaging over 3 new accounts a month and each new account is over $300,000.”
E.D.
My results have been so significant that BYM will be part of my practice from this point forward. I just had the biggest 24-hour period of my life this week. I wrote $450,000, $135,000, and $127,500 in premium all in 12-hour day-all to clients who had recently received my newsletter.
R.S. — Financial Planning, Retirement Planning, Major Medical, Ohio
I sent a newsletter mailing with a reference to my website and a trucking company went to my website and completed the "Request for Information" form. I received the form via email and ended up selling a Major Medical policy that more than pays for my monthly fees, plus an extra $700.00 per year in commissions. I also sold other programs to employees of that company. Who can turn down cross sales like that?
D.J., Florida
BYM's Newsletter of the Month gives me a more consistent look than the newsletter service I used previously. I had been using a 4-page newsletter from another service. In the short time I have been using BYM, I have received more comments from clients than in the entire two years I used the previous newsletter! I recently added to my mailing list several of the assisted living facilities in my area. The administrator of one such facility recently approached me about speaking to prospective residents and their families. BYM has been a big boost to my business!
R.H., Tennessee
We send out the newsletter now every 2 months and we think it's critical in our goal of 'touching' our clients on a regular basis. We know it has been responsible for having clients call us and ask us to visit and review their estate plan and that has enabled us to gain additional business. When you stay in touch, and the clients have a financial or planning need OR when an acquaintance of theirs has a similar need, THEY THINK OF US! Because we're on their minds. We think the regular use of the newsletters is one of the smartest decisions we made last year! It also is invaluable when it comes to KEEPING clients and preventing a competitor from stealing our business.
P.A., Washington
The BYM newsletters are definitely helping me build my business. I have had calls from customers that I had not heard from in a while. And, best of all, it has generated new business I might not have had! BYM has become an important part of my marketing program!
W.H., Idaho
We are very pleased with the results of our newsletter and website. A typical reply from one of our clients is that he is quite impressed with the Newsletter and the website. Regarding the website he stated 'it is fast, straight forward and very informative'. Credit goes to BYM for the excellent way it has been formatted. Thanks to all!
D.G., North Carolina
I have been using BYM for about four months now and it has really helped my business! My Website! I was planning to create my own website, which would have cost me thousands of dollars per year. I signed up for BYM, paid a small set-up and monthly fee, and my website is done! Marketing! I regularly use the newsletter service, sending out about 500 a month. I can trace new business directly to my newsletters. The main benefit is that they keep my name and new ideas in front of my clients. I am confident this feature will lead to much more business in the future. Compliance Assured! As a Registered Representative, I like the pre-approval of BYM material by Compliance. I used to write my own newsletters, and it was a very cumbersome process. First, I would write the article, have it reviewed, make corrections, re-submit, etc. Now, BYM does everything for me and I get to choose among the finished products. BYM makes it easy and efficient for me to market to my clients and prospects. I'm sold on it!
J.B., CSA, Forida
In a time when service is too-often second rate, I want to commend you for the customer service you have delivered. I learned about your site at a recent workshop and visited the site simply to learn more about newsletter program mentioned at the workshop. What I found was a first-rate website builder, a database management program, customized newsletters, a client contact program and more. Wednesday I had no web presence, and by Friday, with your help, I had developed a website I am very proud of! Thanks very much!
J.F., California
On my first batch of newsletters, I received 7 phone calls and 4 of them resulted in sales totaling over $235,000 in annuity premium.
J.R., Arizona
We have had a positive buying response from every mailing that we have made to date. Every BYM newsletter recepient, already knows who we are from earlier seminars we have conducted and our regular follow-up newsletters. We have averaged more than one-hundred thousand of premium from every mailing and that number is growing as our data base increases. The BYM newsletter is how we earn money while we are asleep!